Notify me when Thiel Macro LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 3 | $74,448,208 | +$45,541,408 | -$217,744,768 | -$172,203,360 | TSLA, MSFT, AAPL | 13F-HR | 14 Nov 2025, 17:08 |
| Q2 2025 | 3 | $212,013,361 | +$96,823,196 | -$74,897,785 | +$21,925,411 | TSLA, NVDA, VST | 13F-HR | 14 Aug 2025, 16:01 |
| Q1 2025 | 5 | $153,037,803 | +$111,460,771 | -$54,769,172 | +$56,691,599 | ASML, NVDA, MSFT, VST, TSLA | 13F-HR | 15 May 2025, 16:00 |
| Q4 2024 | 3 | $118,001,154 | $0 | $0 | $0 | TSLA, AMZN, NVDA | 13F-HR | 14 Feb 2025, 16:20 |
| Q3 2020 | $0 | 13F-HR | 13 Nov 2020, 15:03 | |||||
| Q2 2020 | $0 | 13F-HR | 14 Aug 2020, 06:16 | |||||
| Q1 2020 | $0 | 13F-HR | 15 May 2020, 16:00 | |||||
| Q4 2019 | $0 | 13F-HR | 14 Feb 2020, 15:51 | |||||
| Q3 2019 | 6 | $952,900 | +$733,515 | +$733,515 | 13F-HR | 14 Nov 2019, 15:24 | ||
| Q2 2019 | 12 | $369,403,000 | +$243,638,950 | -$40,968,140 | +$202,670,810 | QQQ, GDXJ, AMLPXXXX, OIHXXXX | 13F-HR | 14 Aug 2019, 16:28 |
| Q1 2019 | 9 | $277,160,723 | +$115,541,979 | -$486,712,500 | -$371,170,521 | GDXJ, AMLPXXXX, LEN, OIHXXXX | 13F-HR | 15 May 2019, 16:03 |
| Q4 2018 | 13 | $653,670,000 | +$301,836,151 | -$10,538,864 | +$291,297,287 | ACWX, GDXJ, LEN, AMLPXXXX, OIHXXXX | 13F-HR | 14 Feb 2019, 15:26 |
| Q3 2018 | 19 | $510,795,000 | +$195,009,242 | -$309,990,477 | -$114,981,235 | KBE, OIHXXXX, AMLPXXXX, GDXJ, GREKXXXX | 13F-HR | 14 Nov 2018, 15:28 |
| Q2 2018 | 20 | $862,558,000 | +$477,086,818 | -$46,805,947 | +$430,280,871 | OIHXXXX, GDXJ, QQQ, AMLPXXXX, GREKXXXX | 13F-HR | 14 Aug 2018, 16:26 |
| Q1 2018 | 12 | $749,305,000 | +$558,058,840 | -$47,512,545 | +$510,546,295 | BABA, OIHXXXX, GDXJ, AMLPXXXX, SVXY | 13F-HR | 15 May 2018, 16:22 |
| Q4 2017 | 8 | $516,250,000 | +$183,360,500 | -$11,679,000 | +$171,681,500 | OIHXXXX | 13F-HR | 14 Feb 2018, 17:03 |
| Q3 2017 | 16 | $805,869,000 | +$513,364,033 | -$7,842,048 | +$505,521,985 | GDX, OIHXXXX, EEM, XOPXXXX, ITA | 13F-HR | 14 Nov 2017, 15:29 |
| Q2 2017 | 17 | $348,990,303 | +$305,697,795 | -$87,642,478 | +$218,055,317 | KRE, OIHXXXX, XOPXXXX, ITA, GREKXXXX | 13F-HR | 14 Aug 2017, 16:23 |
| Q1 2017 | 7 | $162,048,000 | +$135,681,023 | -$3,322,004 | +$132,359,019 | XLF, AMJ, OIHXXXX, ITA | 13F-HR | 15 May 2017, 16:04 |
| Q4 2016 | 5 | $92,290,000 | $0 | IWN, XLF | 13F-HR | 14 Feb 2017, 15:32 | ||
| Q3 2015 | 6 | $352,598 | +$7,677 | -$199,528 | -$191,851 | 13F-HR | 13 Nov 2015, 16:14 | |
| Q2 2015 | 10 | $648,020,000 | +$191,765,917 | +$191,765,917 | SPY, EEM, IBB | 13F-HR | 14 Aug 2015, 16:00 | |
| Q1 2015 | 9 | $490,287,000 | +$401,957,982 | -$288,154,996 | +$113,802,986 | XLU, IBB, EPI | Restatement | 21 Aug 2015, 17:32 |
| Q4 2014 | 15 | $596,392,000 | $0 | SPY, MLPL, AMLPXXXX, FXI, EPI | Restatement | 21 Aug 2015, 17:33 |